Previous events

This month

PFS WEBINAR: Building Environmental Social Governance into your investment advice process

  • Thu 14 Jan 9:30 am – 10:30 am
    • Damien Lardoux, EQ Investors

With the impending Mifiid II requirement to consider Environmental Social Governance (ESG) and Ethical views for our client’s investment solution, we are pleased to welcome Damien Lardoux from EQ Investors to provide his insight and suggestions.

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CPD Events: Personal Behavioural Skills for Positive Customer Service

  • Fri 04 Dec 9:30 am – 11:00 am
    • Adrian Towell, Trafalgar, The People Business

Positive customer service starts with me! This virtual training programme firstly identifies exactly what the key skills are, before giving you the time to reflect on your own strengths and development areas. An interactive, thought provoking, practical webinar made up of two 90 minutes sessions with self-development speaker Adrian Towell.

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PERSONAL INJURY CLAIMS – WHERE NEXT?

  • Thu 03 Dec 10:00 am – 11:00 am

The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.

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CPD Webinar - Social Selling and Virtual Networking

  • Fri 27 Nov 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Nick Thomas presents a 60 minute webinar on Virtual Networking and Social Selling with tips on best practice and when to use them.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Session 3 only)

  • Fri 27 Nov 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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Presentation Skills Workshop 24 November 2020 (Virtual session)

  • Tue 24 Nov 9:30 am – 4:00 pm

Presenting information impacts on all of us be it formal or informal. This one-day workshop considers the principal requirements for delivering an effective presentation to an internal team and/or an external audience. Presentations demand that we are structured and professional in our approach. For many, there is a fear of presenting and this can get in the way of delivering the required message. Please note that there is a maximum of 8 attendees only for this event.

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CPD Webinar: Sales and client retention in the 'new normal'

  • Mon 23 Nov 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Nick Thomas presents a 60 minute webinar on Sales and Client Retention in what has become the 'New Normal' climate.

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CREDIT HIRE – THE WHAT? WHEN? HOW? AND WHO?

  • Tue 10 Nov 12:00 pm – 1:00 pm

The content of the presentation will give delegates a better understanding of credit hire, enabling them to discuss the subject with more authority. Anyone client-facing or involved with motor underwriting, broking or claims will benefit from attendance.

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WEBINAR: Understanding the implications of policy exclusions following Covid-19

  • Mon 02 Nov 2:00 pm – 3:00 pm
    • Alan Chandler

This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 2 & 3)

  • Fri 30 Oct 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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Managing Teams Remotely - 29th October 2020

  • Thu 29 Oct 2:00 pm – 3:30 pm

This 90-minute virtual workshop considers the implications of remote working and how we, as managers, can proactively manage the situation to more positive outcomes.

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Time Management & Remote Teams - 29th October 2020

  • Thu 29 Oct 9:30 am – 11:00 am

This 90-minute virtual workshop considers how we can get the best from our time through initially, effective personal prioritisation, followed by holding on to the planned time when demands are made of us by others. During the webinar you will have the opportunity to reflect and consider different tools and approaches, with the techniques to make them normal behaviours in these unusual times.

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WEBINAR - PFS: Taking control of your career development from classroom to boardroom

  • Tue 20 Oct 8:00 am – 9:00 am
    • Adam Owen, Director and Head of Content at NextGen Planners and a Past President of the Personal Finance Society

In this presentation, Adam Owen will discuss the key decisions that everyone is faced with during their career and how you can influence the outcomes of these pivotal events to shape the career that you want.

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FCA Business Interruption Test Case - the judgment (15th October 12pm)

  • Thu 15 Oct 12:00 pm – 1:00 pm

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages.

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WEBINAR: Maximising opportunities in a hard market

  • Mon 05 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

Alan will explain what constitutes a hard market and ten things both brokers and underwriters will need to do to maximise opportunities in these unique trading conditions.

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Broker Personal Effectiveness in a Hard Market - Session 2 of 2

  • Fri 02 Oct 10:00 am – 11:00 am
    • Nick Thomas

A programme comprising of 2 webinars designed for Brokers to gain understanding of the challenges faced by brokers and clients in a hard market, and develop skills and strategies to build effectiveness of both client and market interaction.

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Broker Trading Skills in a Hard Market - Session 1 of 2

  • Mon 28 Sep 10:00 am – 11:00 am
    • Nick Thomas

A programme comprising of 2 webinars designed for Brokers to gain understanding of the challenges faced by brokers and clients in a hard market, and develop skills and strategies to build effectiveness of both client and market interaction.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 1, 2 & 3)

  • Fri 25 Sep 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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PFS WEBINAR - FCA focus on pension transfers and the decumulation market

  • Mon 14 Sep 9:30 am – 10:30 am
    • Rory Percival

This virtual seminar will focus on the good (and bad) practice examples that accompanied the policy statement, with a view on how this is likely to impact upon future DB and DC pension advice.

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Delivering a Positive Customer Experience - Virtual Workshop over 2 days

  • Wed 01 Jul 10:00 am – 11:30 am

Delivering a Positive Customer Experience (Through a Focused Business Experience) 1st Part: 1 July 2020 10:00 - 11:30 2nd Part: 8 July 2020 10:00 - 11:30 Venue: WEBINAR via Teams If you are interested in joining this workshop, please register your interest via emailing amickley1@mib.org.uk and joining instructions will be provided to you.

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